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Disclosery

OneAscent Financial Services LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OneAscent Financial Services LLC on SCHW, newest first. How the timeline and the estimate are built.

OneAscent Financial Services LLC held 18,487 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,487 shares
    Change vs previous 13F -3,227 shares

    0.06% of the 13F portfolio, value $1,705,821.

    13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 7,101 shares
    • OneAscent Wealth Management LLC: 3,439 shares
    • OneAscent Investment Solutions LLC: 3,699 shares
    • OneAscent Family Office, LLC: 4,248 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,714 shares
    Change vs previous 13F +14,803 shares

    0.09% of the 13F portfolio, value $2,040,727.

    13F-HR 0001780985-26-000002 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 8,010 shares
    • OneAscent Wealth Management LLC: 4,824 shares
    • OneAscent Investment Solutions LLC: 4,961 shares
    • OneAscent Family Office, LLC: 3,919 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,911 shares
    Change vs previous 13F +4,753 shares

    0.06% of the 13F portfolio, value $690,406.

    13F-HR 0001780985-26-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 4,148 shares
    • OneAscent Family Office, LLC: 2,763 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 2,158 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $206,045.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).